Trove Family Office
Lisa Evans is an accomplished accounting and finance professional currently serving as an Accounting Associate at Trove Family Office since July 2023. Previously, Lisa held the position of Financial Account Manager at DesignerAdvantage from February 2021 to May 2024 and worked at HarborOne Bank in various roles, including Universal Banker, Teller, and Temporary HR Administrative Assistant between October 2019 and February 2021. Lisa began the career as an Office and Inventory Administrative Assistant at Evans Machine Co., Inc. from September 2013 to February 2021. Lisa also gained experience as a Summer Intern at HarborOne Bank in 2019. Lisa holds a Bachelor of Arts in Psychology with a Minor in Business from Stonehill College.
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Trove Family Office
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At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family and financial life. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address your unique needs. As your trusted partner and independent advocate, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our focus is you. We design a customized solution to address your priorities and challenges. Working with your advisors, we fill the gaps and provide financial checks and balances and a broad network of resources. The result: better information, so you can make informed decisions for your family or business. Trove is a family office built for today, so you can feel confident about tomorrow. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. For more information, please visit trove.net.